Fundalysisby DARKHORSESTOCKS

Fund manager · Tata

Aditya Bagul

Fund Manager and Research Analyst at Tata. Runs 3 schemes worth ₹6,629 Cr.

  • Fund house

    TataThey run their schemes at Tata.

  • AUM they run

    ₹6,629 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    3 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Mar 2025.

  • Experience

    13 years13

Profile(Tata's SAI, 30 Jun 2026)

About

Role
Fund Manager and Research Analyst
Studied
Chartered Financial Analyst (CFA), Chartered Accountant (ACA), B.Com
Age
38 years
Experience
13

Schemes now3

  1. Tata Flexi Cap Fund₹3,454 Cr
  2. Tata India Consumer Fund₹2,723 Cr
  3. Tata Housing Opportunities Fund₹451 Cr

AUM they run(Oct 2023 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20266,629−5.9%
Aug 20267,042+0.4%
Jul 20267,013+2.8%
Jun 20266,824+2.1%
May 20266,686−0.2%
Apr 20266,700+11.8%
Mar 20265,993−10.5%
Feb 20266,692+0.5%
Jan 20266,656−3.3%
Dec 20256,8840.0%
Nov 20256,885+1.0%
Oct 20256,817+4.4%
AUM at month end, Sept 2026
₹6,629 Cr
−2.8% since Oct 2025
Fig. 1.The AUM of the schemes Aditya Bagul ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Oct 2023 – now)

  1. Flexi Cap Fund
  2. India Consumer Fund
  3. Housing Opportunities Fund
Tata202420252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Oct 2023 – now)

Tata

3 now · since Oct 2023
  1. Tata Flexi Cap Fund
    Fund managerOct 2023—3y 1m₹3,454 CrFlexi CapTER 0.89%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(3 schemes)

Growth · Direct plans

Return as manager
+8.25%
Beat peers
1 of 3
vs peers
−4.25 pt
Longest run
3.0 years
Beat benchmark
Upcoming
Each scheme Aditya Bagul ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Tata India Consumer Fund
Oct '23–now · 3.0y
+13.55%+12.13%+1.42 pt––
Tata Flexi Cap Fund
Oct '23–now · 3.0y
+8.25%+12.50%−4.25 pt––
Tata Housing Opportunities Fund
Jul '25–now · 1.3y
−5.94%+0.64%−6.58 pt––
Fig. 1.Each scheme Aditya Bagul ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(4 now)

  1. Anand SharmaFlexi Cap Fund1 scheme
  2. Kapil MalhotraHousing Opportunities Fund1 scheme
  3. Murthy NagarajanHousing Opportunities Fund1 scheme
  4. Sonam UdasiIndia Consumer Fund1 scheme